Sales & Leads | | |
newlead_created | Triggered when a new lead is created in the system. | Sales |
repeat_enq_created | Triggered when an existing lead or client makes a new enquiry. | Sales |
tour_booked | Triggered when a facility tour is booked for a lead. | Sales |
tour_marked_noshow | Triggered when a lead is marked as a no-show for their scheduled tour. | Sales |
trial_created | Triggered when a new trial period is created for a client. | Sales |
sub_signup_link_generated | Triggered when a unique subscription signup link is created. | Sales |
Subscriptions | | |
sub_signup_completed | Triggered when a client successfully completes the signup process for a subscription. | Subscriptions |
sub_signup_failed | Triggered when a client's subscription signup process fails. | Subscriptions |
sub_cancellation_requested | Triggered when a client requests to cancel their subscription. | Subscriptions |
sub_freeze_created | Triggered when a subscription is successfully frozen. | Subscriptions |
sub_freeze_voided | Triggered when a subscription freeze is voided or cancelled by an admin. | Subscriptions |
sub_freeze_stopped | Triggered when a subscription freeze ends and the subscription becomes active again. | Subscriptions |
sub_voided | Triggered when an active subscription is voided by an admin. | Subscriptions |
transferor_consent_request_initiated | Triggered when a consent request for transferring a subscription is initiated. | Subscriptions |
Billing & Payment | | |
invoice_created | Triggered when a new invoice is created. | Billing & Payment |
invoice_voided | Triggered when an existing invoice is voided. | Billing & Payment |
recurring_payment_received | Triggered when a recurring payment is successfully processed. | Billing & Payment |
recurring_payment_failed | Triggered when a recurring payment attempt fails. | Billing & Payment |
non_recurring_payment_received | Triggered when a non-recurring (one-off) payment is successfully received. | Billing & Payment |
non_recurring_payment_failed | Triggered when a non-recurring payment attempt fails. | Billing & Payment |
payment_voided | Triggered when a completed payment record is voided. | Billing & Payment |
sales_return_created | Triggered when a sales return is initiated. | Billing & Payment |
sales_return_voided | Triggered when a sales return is voided. | Billing & Payment |
refund_processed | Triggered when a refund has been successfully processed for a payment. | Billing & Payment |
Appointments | | |
single_appt_booked | Triggered when a single (non-recurring) appointment is booked. | Appointments |
single_appt_cancelled | Triggered when a single appointment is cancelled. | Appointments |
single_appt_rescheduled | Triggered when a single appointment is rescheduled. | Appointments |
single_appt_marked_attended | Triggered when a client is marked as 'attended' for an appointment. | Appointments |
single_appt_marked_noshow | Triggered when a client is marked as a 'no-show' for an appointment. | Appointments |
recurring_appt_booked | Triggered when a recurring series of appointments is booked. | Appointments |
recurring_appt_cancelled | Triggered when a series of recurring appointments is cancelled. | Appointments |
recurring_appt_rescheduled | Triggered when a series of recurring appointments is rescheduled. | Appointments |
Classes | | |
class_booked | Triggered when a client books a spot in a class. | Classes |
class_booking_cancelled | Triggered when a client cancels their booking for a specific class session. | Classes |
class_cancelled | Triggered when an entire class schedule (e.g., all future sessions) is cancelled by an admin. | Classes |
class_rescheduled | Triggered when a class session is rescheduled to a new time or date. | Classes |
class_marked_attended | Triggered when a client's attendance is marked for a class. | Classes |
class_marked_noshow | Triggered when a client is marked as a 'no-show' for a class. | Classes |
class_waitlist_spot_vacated | Triggered when a spot opens up in a fully booked class that has a waitlist. | Classes |
class_coach_substituted | Triggered when the coach for a scheduled class is changed. | Classes |
Client Management & Retention | | |
waiver_completed | Triggered when a client signs and completes a liability waiver. | Client Management |
flagged_clt_at_risk | Triggered when a client is manually flagged as being 'at risk' of churning. | Retention |
app_booking_restricted | Triggered when a client's booking privileges are restricted by an admin. | Client Management |
app_booking_restriction_lifted | Triggered when a client's booking restriction is removed. | Client Management |
clt_birthday | Triggered on a client's birthday. | Notifications |
tour_scheduled_date | Triggered on the day a facility tour is scheduled to occur. | Notifications |
trial_start_date | Triggered on the day a client's trial period is scheduled to begin. | Notifications |
trial_end_date | Triggered on the day a client's trial period is scheduled to end. | Notifications |
sub_cancellation_date | Triggered on the date a subscription is scheduled to be officially cancelled. | Notifications |
sub_freeze_start_date | Triggered on the day a subscription freeze is scheduled to begin. | Notifications |
sub_freeze_end_date | Triggered on the day a subscription freeze is scheduled to end. | Notifications |
class_session_date | Triggered on the day of a scheduled class session (can be used for reminders). | Notifications |